MGB Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Addison, TX
CIK
0002015822
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 286 322,206 APP, QQQ, MSFT, AVGO 13F-HR 1/29/2025 000139834425001402
Q3 2024 278 275,882 APP, QQQ, MSFT, NVDA 13F-HR 11/12/2024 000139834424020522
Q2 2024 277 267,403 APP, QQQ, MSFT, XSD 13F-HR 8/12/2024 000139834424014361
Q1 2024 264 246,167 APP, QQQ, MSFT, XSD 13F-HR 5/6/2024 000139834424008800
Q4 2023 259 199,005 QQQ, MSFT, XSD, AAPL 13F-HR 4/22/2024 000139834424007477